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Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
951
Beaton Management Company
Massachusetts
$642K -$15.2K -258 -3%
CT
952
Cambridge Trust
Massachusetts
$639K -$86.7K -1,474 -13%
BOPW
953
Brandywine Oak Private Wealth
Pennsylvania
$639K -$10.8K -183 -2%
VC
954
Vicus Capital
Pennsylvania
$636K -$218K -3,710 -28%
MFG
955
MidWestOne Financial Group
Iowa
$633K -$48.8K -830 -8%
FNT
956
First National Trust
Pennsylvania
$632K -$113K -1,926 -17%
GT
957
Greenleaf Trust
Michigan
$631K +$3.82K +65 +0.7%
MCCP
958
Mission Creek Capital Partners
California
$630K +$570K +9,693 New
JC
959
Jacobs & Co
California
$628K -$47.5K -807 -8%
HCM
960
Hollencrest Capital Management
California
$622K -$611K -10,398 -52%
WWM
961
Windsor Wealth Management
Indiana
$621K -$78.2K -1,330 -12%
DLG
962
Daniel L. Goodwin
$619K – – –
ATC
963
Adirondack Trust Company
New York
$617K -$44K -749 -7%
CFA
964
CWS Financial Advisors
Michigan
$617K +$558K +9,486 New
TFS
965
Thoroughbred Financial Services
Tennessee
$615K – – –
CFGS
966
Concourse Financial Group Securities
Alabama
$615K +$290K +4,934 +109%
MWM
967
Mission Wealth Management
California
$613K -$130K -2,218 -19%
WIS
968
Wright Investors Service
Connecticut
$612K -$5.41K -92 -1%
AWA
969
Arete Wealth Advisors
Illinois
$611K -$79.5K -1,352 -13%
LB
970
Legacy Bridge
Iowa
$611K +$51.2K +870 +10%
IA
971
IFP Advisors
Florida
$610K -$124K -2,101 -18%
LCM
972
Liberty Capital Management
Michigan
$610K -$11.1K -188 -2%
ST
973
Smithfield Trust
Pennsylvania
$609K -$14.6K -249 -3%
GPA
974
Garrison Point Advisors
California
$605K +$118 +2 +0%
FIM
975
Frontier Investment Management
Texas
$603K -$167K -2,832 -23%
37 38
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